-48.2%
RDDT vs XLY
-1.1%
-47.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.4% | +1.4% |
| 7D | +3.7% | +1.9% | +1.8% | +1.9% |
| 30D | -37.7% | +5.6% | -43.3% | -40.8% |
| 3M | -37.0% | -0.2% | -36.7% | -36.4% |
| 6M | -42.9% | -1.5% | -41.4% | -41.0% |
| YTD | -58.6% | -0.9% | -57.7% | -58.1% |
| 1Y | -48.2% | +0.7% | -48.9% | -49.8% |
| All | -48.2% | -1.1% | -47.1% | -49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XLY.
Daily Out/Under-Performance
Portfolio return minus XLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded XLY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling